Portrait of a Branch Manager
Wells Fargo’s Anthony Arico takes a low-ego approach in a high-wealth neighborhood.
Tax Planning Advice: Coordinating Beneficiary Designations—Martin Shenkman
Clients can undo all the hard work of estate planning by relying on “the guidance of a bank teller.”
Tax Planning Advice: Following the Rules on Entities—Martin Shenkman
Shenkman reminds advisors to make sure that clients and other professionals who might work with your clients, like insurance agents, follow the rules on entities like Crummey trusts, insurance trusts and S corporations.
Tax Planning Advice: Avoid Inaccurate Formula Clauses—Martin Shenkman
Shenkman says that using inaccurate formula clauses in legal documents can be quite taxing.
Tax Planning Advice: Grantor Trust Income—Martin Shenkman
A counterintuitive but valuable strategy: have the grantor pay tax on trust income.
Tax Planning Advice: Closely Held Business Compensation—Martin Shenkman
The first in our series of 23 tax tips: getting compensation right in a closely held business.
New Research Belies Large Hedge Funds’ Perceived Safety
Investors who are attracted to large hedge funds because of their supposed safety and liquidity advantages may want to consider research results contained in a proprietary white paper released Thursday by Spring Mountain Capital.
Gramm-Leach-Bliley was supposed to protect consume